Position in NVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$31,344
+$794 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,466
of 1,603 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $3,520,397 across 13 Drug Manufacturers - General names. NVS ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
697 | $836,002 | |
| 2 | ABBV |
AbbVie Inc.
|
2,493 | $627,338 | |
| 3 | JNJ |
Johnson & Johnson
|
2,403 | $610,289 | |
| 4 | MRK |
Merck & Co., Inc.
|
3,432 | $441,012 | |
| 5 | AMGN |
Amgen Inc
|
1,184 | $428,750 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
6,574 | $378,793 | |
| 7 | PFE |
Pfizer Inc
|
4,500 | $108,360 | |
| 8 | NVS |
Novartis AG
This page
|
200 | $31,344 |
All Filings in NVS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,344 | 200 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $30,550 | 200 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $27,574 | 200 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $25,648 | 200 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $24,202 | 200 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $22,296 | 200 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||